SERVICES — BUSINESS SYSTEMS & AUTOMATION
A login instead of a phone call.
A place where clients see progress, documents, and invoices without having to ask anyone.
A large share of client contact is just people asking where things are up to, and every one of those questions interrupts someone. A portal answers them in advance: current status, the documents, the approvals, and the invoices, all in one place. The same data drives an internal dashboard, so your team sees the whole book of work rather than a single job.
What this covers
Client login
Each client sees their own jobs, documents, and history, and nothing belonging to anyone else.
Progress and status
A plain view of what stage the work is at and what happens next, updated from the job record rather than by hand.
Documents and approvals
Quotes, plans, and variations sit where the client can find them, with approvals recorded and time-stamped.
Invoices and payment history
What has been invoiced, what has been paid, and what is outstanding, without a phone call to the office.
Internal dashboards
The same information rolled up for your team: work in progress, what is waiting on a client, and what is overdue.
With the free build
The free build is public and works for anyone; a portal is the private side for people who have already signed. Adding one later does not disturb the site, because it sits behind its own login.
Free build on an eligible hosting plan. Terms on the offer page.
Frequently asked questions
Is client data kept separate?
Yes. Access is scoped per client account, so a login only ever returns records belonging to that client. Permissions are checked on the server, not just hidden in the interface.
Do clients need training to use it?
No. A portal that needs explaining has failed. It opens on the current status, with documents and invoices one click away and nothing else competing for attention.
Ready when you are.
About three minutes to apply. No payment details, no obligation — a real look at whether a free build fits.
Free build on an eligible hosting plan. Terms on the offer page.